Filed February 5, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $41,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$143,187 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,697 | $91,372+137.2% | $129,995+66.7% | $74,419+191.2% |
| Participation rate | 95.4% | 77.8%+17.6pp | 78.5%+16.9pp | 70.7%+24.7pp |
| Annual return | 24.76% | 23.21%+1.5pp | -137.18%+161.9pp | 34.38%-9.6pp |
| Employer contribution / active EE | $6,572 | $2,563+156.4% | $4,320+52.1% | $2,637+149.2% |
| Participant deferral / active EE | $14,666 | $4,721+210.7% | $5,820+152.0% | $4,528+223.9% |
| Admin fee / account holder | -$121 | $283-142.7% | $10,614-101.1% | $348-134.8% |